Seizing a Once-in-a-Career Opportunity

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I didn’t become a top global sales leader by chance. I got here by listening, by really listening to what customers need when the stakes are high. After seven years at Anaplan, I was proud to finish 2024 as the company’s #1 global sales rep. I wasn't looking for a change. But when a respected colleague, Nate Dawson (now fintastic’s CRO), called and introduced me to fintastic, I saw something truly different. Ten minutes into the demo, I knew this wasn't just another planning tool; it was the future.

fintastic is a category all on its own, a platform built for how enterprises operate today, not a decade ago. I left that meeting convinced that fintastic has the potential to redefine how organizations plan, operate, and strategize for success. This was a once-in-a-career opportunity to bring the business world a platform that truly transforms goals and outcomes by radically changing what’s possible.

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The Platform That Adapts to You

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fintastic works differently. We listen to how your business actually runs, giving you the flexibility to model your processes, your teams, and your unique challenges. The platform is designed to mirror your organization, so you can focus on building your future, not on adapting to your past.

Three pillars make this possible:

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🔸Performance & Scalability: Complex, multi-dimensional models recalculate in seconds. One of our customers has a calculation path that involves 857 cubes that need to be recalculated from driver assumption change to end result, some of them with double, or even triple-digit dimensions, and all that calculates in just 12 seconds. This is a benchmark I haven't seen matched anywhere.

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🔸Ease of Use: fintastic is truly a drag-and-drop, low/no-code modeling platform. One customer recently reached out to us to share that a common task that used to take him a full day in the legacy platform he used before fintastic is now taking him only 15 minutes. This ease of use and flexibility puts complicated systems within reach of even non-technical users.

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🔸Smartastic (AI & Analytics): Get a true 360° view across finance, operations, and strategy with advanced capabilities like range result predictions using Monte Carlo simulations on models, or natural-language low-friction explorations using a Slack agentic AI bot that delivers precise, permissioned answers on plans without hallucinations. And this is just the beginning. Our AI roadmap is absolutely mind-blowing.

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Under the hood, fintastic’s dual calculation engines (dense + sparse) and proprietary sparse schema power highly responsive recalculations. Each version is a fully isolated model, including data, formulas, and dimensionality. This means organizations can avoid the performance drag and accidental cross-impacts so common with other platforms.

fintastic is unlike any solution I have seen on the market. It’s setting a new bar for what can be done.

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An Industry at a Turning Point

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If there’s one word that defines today’s enterprise environment, it’s uncertainty. Tariffs, foreign exchange swings, supply-chain volatility, shifting demand curves, hiring freezes, the list goes on. Too many organizations are stuck waiting weeks for answers or, worse, are paralyzed because their tools can’t keep pace.

This comes down to latency. Traditional enterprise planning systems deliver insights too late; by the time the numbers are ready, leaders can’t afford to operate with yesterday’s data.

fintastic obliterates latency. With recalculation in seconds and real-time connectivity to core systems (ERP, CRM, HRIS, data warehouses), executives can run multiple risk scenarios instantly and act with confidence in the moment. The proof points are already stacking up.

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From Real-Time Insight to Real-World Impact

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Technology alone doesn’t create transformation; confidence does. Leaders need to trust both the numbers and the path to get there. fintastic makes that possible. When the time between a decision and its impact on the business is rapidly shrinking, agility isn’t optional; it’s the competitive advantage.

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A Culture Built to Win

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I love startups. I advise founders at Berkeley SkyDeck, and I’ve spent my career helping high-growth companies scale. What drew me to fintastic wasn’t only the technology; it was the team. Jonathan, our CEO and founder, is one of the sharpest, most product-obsessed leaders I’ve met. He is humble, relentless, and customer-first. The culture here is pragmatic: deliver measurable value, prove it with data, and continuously raise the bar.

My vision is simple: make planning effortless, accurate, and immediate for every business user, finance and far beyond. If we do that, fintastic becomes the decision platform enterprises depend on to run at the speed of their ambition.

If you’re navigating uncertainty and need answers in minutes, not weeks or months, let’s talk. I joined fintastic because I believe deeply in the team, the technology, and our customers. From what I’ve seen, it’s a very strong bet.

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